Business Details
About
Financial PlannerFinancial ConsultantFinancial PlanningTax ConsultantTax Preparation ServiceInvestment Service
Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
Location
Hours
Reviews
4.3
20 reviews
5 stars
16
4 stars0
3 stars0
2 stars
1
1 star
3
- JHJacki HawkinsAug 22, 20255.0We have been working with Andrew for just a few years, and he has always been very personally engaging and complete in his processes with us,explaining each detail. We aren't working with a great amount of money by any means, but he does treat us as if he is vested in helping us with a successful plan.
- SKSteve KoniecznyAug 17, 20255.0Andrew Szewc and the EP staff are great to work with; honest, experienced, and personable. Building a long term relationship based on solid financial principles.
- SMSteve MillerAug 13, 20255.0My wife and I always look forward to our quarterly visits with Andrew. Andrew has more than met our expectations as a financial advisor. He even listens with interest to my stories that I think are funny (as my wife kicks me from underneath the table). As we have gotten to know Andrew over the last few years, we consider him as a friend, that we can call at anytime for advice on anything. I would highly recommend Andrew as a financial adviser to anyone looking for good advice in handling their finances. Steve and Karen Miller
- PRpeggy RobertsonApr 18, 20245.0Great communication! Jimmie and Scott go the extra mile to make sure I understand so I can make informed decisions. They listen to my concerns and discuss many different scenarios to get the results I want. Thank You Both!